Videoconference checklist

Use this checklist to help you prepare for a safe and effective consultation via videoconference. You can also print this page and use it to tick off key considerations as you prepare for your consultation.

Environmental considerationsYesN/A
Is your background clear and uncluttered?
Is your background clear of any sensitive or confidential information?
Is your lighting appropriate?
Are all participants in a private location?
Are you presented appropriately (i.e. wearing a uniform or identification)?
Are you in a neutral sitting or standing position?
Technology and equipment considerationsYesN/A
Are you using a supported device?
Are you using a secure and stable network?
Have you tested your equipment?
Are you centred in your camera view?
Is your audio (sound) equipment appropriate (i.e. using a headset or speaker)?
Do you have a second screen with relevant information prepared (such as diagnostic results and the consumer's medical record)?
Pre-consultation considerationsYesN/A
Have all participants received appointment details and instructions on how to join?
Have all participants been provided with an information guide for the platform?
Has a test call been conducted?
Is there a back-up plan if there are connection issues?
Have all relevant participants been invited (such as family members, carers, social worker, GP)?
Consultation considerationsYesN/A
Have all participants been introduced?
Has a consumer identity check been conducted?
Have all participants successfully connected with audio and visual capability?
Communication considerationsYesN/A
Is my tone appropriate?
Is my pace, including pauses, appropriate?
Am I using non-verbal cues?
Have I varied my energy levels appropriately?
Are my body language and facial expressions appropriate?
Are my gestures clear and visible to participants?
Am I maintaining culturally appropriate eye contact?
Have I confirmed shared understanding?
Troubleshooting considerationsYesN/A
Have you given the platform permission to access your camera and microphone?
Is your volume at a sufficient level?
Is your camera lens cover open?
Are all participants using a recommended web browser?
Refer to the Troubleshooting guide for further options
Back to top